[Red Envelope] February brought surprises and risks, but ended safely! March is a time of prosperity and vigorous progress, ready to start anew!

【Personal Profile: In my forties and not confused about life, I have failed twice in entrepreneurial ventures. After many twists and turns, I rekindled my old dream in April 2025, entering the market with a capital of 50,000 yuan to trade stocks and support my family. My goal is to achieve a stable monthly profit of 15,000 yuan and withdraw the profits.】 [Taoguba]
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【Ultra-short Trading Insights: The right-side ultra-short pursuit aims for a one-hit kill when entering the market, and a swift stop-loss when exiting. Stable profits are the essence of ultra-short trading; being able to take profits from the market is the true reward of this profession.】**
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【Trading Mode Overview: Right-side ultra-short trader, capital flow style, mainly focusing on core leading stocks in popular market sectors, fast operation rhythm, short holding periods! Skilled at turning divergence into consensus and breaking stocks, avoiding left-side low buys during pullbacks, strictly avoiding high-debt stocks, and generally not engaging in futures or Hong Kong mapped stocks.】**
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【Writing Purpose: To record real trades, strengthen self-supervision, and share daily stock selection ideas and operational details. No false, exaggerated, or empty theories; providing practical analysis for grassroots traders aiming to stabilize in the market, and jointly seeking their own niche.】**

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Today’s Market Sentiment Temperature: Slight warming Overall Strength: 63 degrees Number of stocks rising: 3,164 Number of stocks falling: 1,884

Market volume shrank: 50.4 billion Today’s limit-up stocks: 75 (yesterday 61) Limit-up rate: 83.33% Limit-down stocks: 0 (yesterday 3)

Analysis: The number of limit-up stocks increased by 14 compared to yesterday, with zero limit-down stocks, indicating a reduction in the loss-making effect. The highest consecutive limit-up was seven days, continuing to set new highs in the breakout, but intra-day sector rotation was rapid, and sector hype lacked sustainability. Leading gains were in domestic computing power and small metals (including rare earths), and power-related concepts.

Today’s Leading Sectors (Tonghuashun):
Small Metals +7.41% (Zhangyuan Tungsten, Zhongwu High-tech, Xianglu Tungsten, Oriental Zirconium, Xiamen Tungsten);
Power +3.25% (Yunnan Energy Holdings, Huayin Power, Gannan Energy, Southern Grid Energy, Min Dong Power)

Today’s Declining Sectors (Tonghuashun):
Semiconductor Components -1.41% (Mingyang Circuit, Shengyi Technology, Founder Technology);
PCB -0.8% (Mingyang Circuit, International Refractory Materials, Honghe Technology)

Top 10 Trading Stocks Today:
Domestic computing power: Huasheng Tiancheng, Runze Technology, Wangsu Technology;
Rare earth permanent magnets: Northern Rare Earth, Baogang Steel;
PCB: Shenghong Technology;
Chips: Cambrian;
CPO: Zhongji Xuchuang, Xinyi Sheng, Tianfu Communications;

Note: The concept of domestic computing power exploded today, with three stocks entering the top ten by trading volume, and rare earth permanent magnets also appeared with two stocks.

Today’s Limit-up Ladder:
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Seven-day limit-up: Yunnan Energy Holdings (photovoltaic + computing power)

Four-day limit-up: Jinhongda (phosphorus chemical)

Three-day limit-up: Gannan Energy (power), Zhangyuan Tungsten (small metals), Hongxing Shares (IP economy + e-commerce + third board)

Two-day limit-up: Shenma Power (power), Huayin Power (power + carbon neutrality), Beijing Keli (power + photovoltaics), Taijia Shares (data centers + commercial aerospace), Changyuan Donggu (diesel generators)**

Note: The continuation of limit-up relay extended to seven days. Today’s intraday trading was quite decisive, indicating strong determination from funds to expand the height, but overall fewer ladder upgrades afterward, suggesting that the enthusiasm for limit-up relay has not fully recovered. The highest board was a tentative expansion, awaiting feedback after a serious abnormal move on Monday.

Analysis of Key Popular Stocks Today:

(1) Huasheng Tiancheng:
Open with no change +0.00%, volume 3E. Last night’s related domestic computing power news fermented widely, but the bidding result was far below expectations for the core stocks leading the sector’s rebound. Some short-term funds jumped early, but the weak opening made me hesitant to act. When it confirmed strength later, it was already at a high level, with a high cost. The stock was very uncomfortable to trade today. After hitting the limit-up early, it followed with increased positions, then after opening the limit, it was briefly pulled back, and again hit the limit in the afternoon, with strong intraday momentum. It oscillated above the moving averages, then opened the limit again around 10:50, and finally did not touch the limit again after the market rallied in the afternoon. Today’s battle between bulls and bears was intense, with both sides investing large amounts of capital and chips. Overall, the support was strong, but due to its nature and size, it’s not easy to form continuous limit-up streaks. Whether it can break through the limit-up barrier and form a strong rebound remains to be seen, depending on Monday’s feedback.

(2) Yunnan Energy Holdings:
High open +5.19%, volume 1.8E. This opening was in line with yesterday’s strong expectation. Today’s limit-up touched the 10-day 100% abnormal movement. The intraday trend showed that relay funds were very determined, with the stock hitting the limit within about five minutes, and no divergence throughout the day. The key now is to observe Monday’s attitude of both internal and external funds. If it continues to rise, it will fully open the relay height and boost short-term profit-making effects. Over the past two days, its performance mainly diverged in computing power (domestic) and power sectors, providing opportunities for short-term traders to explore related opportunities.

(3) Tuowei Information:
High open +0.87%, volume 0.4E. Last night, Huawei-related news had some effect, but no obvious abnormality in the opening. It was immediately targeted by bullish funds and hit the limit within five minutes, with no divergence afterward. Post-market龙虎榜 shows active top-tier funds from Shanghai Zhongshan East Road and Xi’an Taihua Road, mainly engaging in arbitrage of the first limit-up.
So, short-term traders should consider: why did funds not focus on pushing the more advantageous Huasheng Tiancheng for a second limit-up, but instead push the veteran Tuowei Information? It seems that the arbitrage component of Tuowei is dominant, and many funds are still cautious about the sustainability of domestic computing power hype, thus making arbitrage moves. The rebound of computing power may be very strong for a day, then diverge for a day, and continue to strengthen, but it’s unlikely to produce a sustained explosive like in the aerospace sector. This is a forward-looking judgment based on today’s market signals; actual market trends shall prevail. The reminder is to grasp the rhythm and avoid blindly chasing highs!

(4) Jinhongda:
High open +4.76%, volume 1.7E. This was in line with expectations, as it had already positioned in the stock Chengxing Shares yesterday. Today, the sector and stocks showed significant divergence. It was pushed to the limit within a minute after opening, as part of the large-scale rebound of domestic computing power, which naturally caused the opposing defensive camp to cash out. Fortunately, in the afternoon, core computing stocks like Huasheng Tiancheng and Litong Electronics showed divergence, and late in the day, funds made a weak re-accumulation, setting the stage for Monday’s computing power divergence to turn weak into strong and lead the sector’s rebound. In the short term, as a defensive sector, it should be observed alongside computing power and aerospace sectors. (Power also belongs to the defensive sector.)

(5) Zhangyuan Tungsten:
High open +4.58%, volume 0.98E. Yesterday’s weak sector was expected to rebound today with high volume. It was pushed to the limit within seven minutes and strongly closed at the limit, with no divergence throughout the day. Its strength has contributed significantly to the explosive rise of the small metals sector. Tungsten, which has been a key concept since the beginning of the year, is now stepping into the spotlight. The market will pay close attention over the weekend. However, this acceleration also indicates a potential top (similar to precious metals), a feast for holders, so beware of high-level continuation!

Today’s Account Change: 【Profit +1462】, total profit this month 【+7514】, return rate 【+9.19%】, profit withdrawal for the month
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【11,000】. Since entering the market in April 2025 with a capital of 50,000 yuan, total profit realized is 【+80,080】, with profit withdrawals of 【+52,402】, and account return rate**

202.81%.

Note: The long holiday in February has finally ended safely, but the target of 15,000 yuan was not reached, only the minimum goal of monthly profit was achieved (this year’s goal is profit every month).

Now, let’s review the core stocks’ performance based on my operations:

(1) T+ trading Huasheng Tiancheng. Today’s operation was not ideal, mainly because the opening bidding was far below expectations. The plan was to exit immediately if the funds couldn’t strongly support after opening, but the weak opening made me hesitant. When it confirmed strength later, it was already at a high level, with a high cost. Overall, today’s trading was very uncomfortable. After hitting the limit-up, I added positions, then after the stock opened the limit again, I reduced positions to adjust. But support and buying power remained strong, so I increased positions at the end of the day, optimistic about the upward trend.